Thanks for reaching out to the Community forum, epkingcleaning.   When QuickBooks has unexpected behavior, it is recommended to use a private browser. This is to verify if this is caused by the system or your browser.    You can use the keyboard shortcuts below: Chrome: Ctrl+Shift+N Internet Explorer: Ctrl+Shift+P Firefox: Ctrl+Shift+ Safari: Command+Shift+N Once done, try to save, send, and receive payments again. Check to see if it works. If they are, then your main browser may have too much historical data from previously visited websites which slows down internal processes and causes this kind of behavior.   To ensure this doesn't happen again, it's a good idea to clear the cache of the browser you're using. The following article contains additional insight, as well as steps for the supported browsers: Delete or disable cache and temporary internet files in your web browser.   To learn more on how to receive and categorize invoice payments in QuickBooks Online, read this article: Record invoice payments in QuickBooks Online.   Please let me know how it goes. I'll be looking forward to hearing back from you. Have a great day! ... View more

Hello there, tlapulling.   Yes, as long you're subscribed for QuickBooks Payments. There are different terms of payment schemes when using it wherein rate differs.    Intuit has Standard Pricing Schedule which provides the rates and fees that apply to your use of Services and is part of your Intuit Merchant Agreement.   To learn more about the Standard QuickBooks Payments Online Transactions Pricing, you can read these articles: Intuit Payments Standard Pricing Schedule (U.S only) Get started with QuickBooks Payments Additionally, I want to ensure that you get the most out of QuickBooks for your business. You can check some video tutorials that are designed to help you get acclimated with the software. They can be accessed at the following link: QuickBooks Tutorials.   I want to ensure that this is taken care of, so if you have any questions let me know. Have a great day! ... View more

Hello again, @ihtemamrentacart.   Thanks for keeping us updated. When creating a price rule, you have two options for who will be affected. It could either be All customers or Select individually.    Based on the test drive you're using, it appears to be QuickBooks Online (QBO) under Singapore region. Right now, the price rule feature is unavailable in QBO International version.    To use the US version for QBO, click this link: https://qbo.intuit.com/redir/testdrive.   For more idea about Pricing rules feature, read this great resource: Set pricing rules.   You can always get back to me if you have any other questions. I'm here for you. Have a great day! ... View more

Hello there, jesse17. I'm here to lend a hand.    The error message you've encountered happens if you connect a parent credit card account and it's sub-accounts.   Right now, you can't connect both accounts at the same time. You can only connect the account where your transactions were downloaded. For instance, connect the parent account if all your transactions go to that account. But, if they're downloaded to the individual sub-accounts, then, connect all sub-accounts.   For additional information about this process, check this article: About bank or credit card sub-account setup.   As always, you can get back to me if you have any additional questions. I'm here for you. Have a great day! ... View more

I'm here to lend a hand, @darwish.   When running a Trial Balance report, it will show a Beginning balance included on the amounts that are reported, and the total amount will be the current balance and the ending balance as well.   In the report, you can also click the amount on a specific account which will route you to the Transaction report if you'd like to run a report for each account which will show the data you need.   To pull up the report, here's how: In the left menu, click Reports. Type in Trial Balance in the search field. Set up the necessary filters. Click Run Report. To learn more about reports in QuickBooks Online, visit these articles: Run reports Customize your reports in QuickBooks Online You can always get back to me if you have any other questions, I'm here for you. Have a great day! ... View more

Hello, oapphoto. Thanks for elaborating.    As this concern relates to your billing subscription, as much as I would love to take care of this problem immediately, the Community doesn’t have access to tools to track your billing details.  I recommend, reaching out to our Customer Care Team for assistance. They can pull up your account in a secure environment and fix any issues related to your billing.   Here's how to contact them: Click Help located at the top. Choose QuickBooks Desktop Help. Click Contact us.  For future help, I'm adding some articles that you may find helpful: Update QuickBooks Desktop to the latest release What’s new in QuickBooks Desktop 2020 You can always get back to me if you have any other questions. I'm here for you. Have a great day.  ... View more

Hello again, @shielarhodes.   I appreciate you reaching out to our phone support, and I'm taking note of the feedback regarding your experience. Right now, our product engineers are still working for a fix. If you've been added to the list of affected users, rest assured you'll be notified with the updates on your email address associated to your account.    However, if you haven't been added to the list of affected users, I recommend contacting our Customer Support again to include you on the list.   In case you need tips in the future, visit our QuickBooks Help Articles site.    I appreciate your patience and understanding as we continue working toward a resolution. If you have any follow up questions, please let me know. I'm here for you. Have a great day. ... View more

Thanks for reaching out to the Community forum, kycounselor-amy.   I’m here to ensure your Bank account will connect into your QuickBooks Self-Employed account. First off, upon connecting a bank account, were you able to encounter any error? If yes, can you please check the error you have encountered?    If you have encountered any error, here’s an article with guidelines that you can check on some common online banking errors that will guide you on how to fix it: Fix banking error 102 Error 103 for QuickBooks Self-Employed Fix banking error 108 Fix banking error 185 Get back to me anytime if you have any follow up questions, I'm here for you. Take care. ... View more

Hello, @michael73. I'm here to lend a hand.    Beginning balance not match with the previous month ending balance happens when someone changes the Amount on a reconciled transaction, adds a new reconciled transaction in the register, or deletes or voids a reconciled transaction.   The beginning reconciled balance is calculated and is equal to the sum of all prior reconciled transaction in the account. Therefore, if you delete one, then it changes.   To check what transactions were changed in the account since the last time you reconciled, use the Audit Log feature and filter it to the affected account. Here's a video and complete steps on how to use it: Learn about the audit log How to Use the Audit Log: Finding Errors & Transaction Histories Keep me posted on how things goes. I want to ensure this gets resolved for you. Have a great day! ... View more

Thanks for reaching out to the Community, @eric32.   Your User View maybe limited to Vendors only, this is the reason why you're not seeing an option to view Customers. To resolve this, you can contact an Admin user for help to change your access rights.   To learn more about the different access rights in QuickBooks Online, visit these articles: Learn about user types in QuickBooks Online Add, delete, or change user access If you need further help, get back to me. I'm always happy to assist. Have a great day! ... View more

Welcome to the QuickBooks Community forum, mschuitema.   For QuickBooks Online Full Service Payroll, Intuit files and pay taxes for you. It only files those forms that are required for your company.   To learn more about the features available for QuickBooks Online Full Service Payroll, check these articles: QuickBooks Online Payroll Full Service Hub Tax forms filed by Intuit Come back to me if you have any additional questions, I'm happy to answer it. Have a great day!     ... View more

I'm here to lend a hand, toarmina2012.   QuickBooks Online (QBO) is a read only-app. If you've connected your bank account, it will bring in transactions based on the data posted into your bank. To isolate the issue as to why the transactions came over as received only, I suggest checking your bank statement and compare the transactions posted into your QBO.   However, if you've manually upload your data to QBO, there's a certain format to follow. You can use either a 3-column or 4-column format. Here's a great resource that you can check for guidance: Import bank transactions using Excel CSV files.   To correct the imported transaction, you'll need to exclude all transactions and delete to start over. Once done, prepare your CSV file and be ready for upload.   To upload, here's what you'll need to do: Go to the Banking menu. Select the Banking tab. Choose the blue tile for the account you want to upload the transactions into. Pick the small arrow ▼ icon by the Update button. Hit File upload and follow the onscreen instructions.  For more information in importing your transactions, visit this article: Manually upload transactions into QuickBooks Online.   You can always get back to me if you have any other concerns. I'm willing to help. Have a great day! ... View more

Thanks for reaching out to the Community forum, ryan52.   The ads in QuickBooks are designed to guide and suggest you how to optimize your QuickBooks Online (QBO) experience. But if they're affecting your navigation experience, I recommend clicking on the X or No, thanks buttons. This way, the pop-ups will keep from showing up again.   In the meantime, I encourage you to star our blog to keep up with any product updates or improvements on the online version: https://quickbooks.intuit.com/blog/whats-new/.   If there's anything else I can do for you, let me know by commenting below. I'm happy to help. Have a great day! ... View more

Thanks for reaching out to the Community for assistance,  baillie.   To update the EFTPS password on your QuickBooks Self-Employed account, I recommend following the instructions on the EFTPS website, here's the link: https://www.eftps.gov/eftps/direct/FAQGeneral.page#getPassword.   Once done, wait for about an hour or two for the system to make an update. Then, try to make a payment for your quarterly estimated tax.   To learn more about paying estimated taxes online, you can read this article: Pay Federal Estimated Quarterly Taxes.   Get back to me anytime you if have additional questions in QuickBooks by posting your response below. I'll do whatever it takes to ensure your concerns are addressed. Have a great day. ... View more

Good day, scaryvet. I'm here to lend a hand.    Let's isolate the issue by trying the same process using a sample company file in QuickBooks. If you didn't get the same result on the test file, run the Verify/Rebuild Utility on the actual company. This built-in tool automatically fixes minor company file data issues.   Here's how: At the top, go to the File menu. Select Utilities from the list. Pick the Verify Data tool and wait until the diagnosis is done. If there are issues, proceed to rebuilding the company file. Tap File menu then hover over Utilities. Choose Rebuild Data then click OK. Follow the onscreen steps to save a backup. However, if the problem persists on the sample company file, use the Repair Tool. It fixes most issues with the software.    To complete the process, follow these steps: Create a back up your company file beforehand to avoid any accidental data loss. Reboot the computer. Tap the Windows Start menu. Find Control Panel on the search field or select it from the list. Press Programs and Features then Uninstall a Program. Note: If you don't see Programs and Features, select Programs instead. Then select Program and Features. Select QuickBooks from the list of Programs. Press Uninstall/Change. Click on Continue, or Next. then Repair. Press Next again then wait for the tool to start its diagnosis. Hit Finish when done. You can visit the Repair your QuickBooks Desktop for Windows article to learn more about repairing QuickBooks and its complete steps.   I'll appreciate if you can update me on the results. I want to ensure that this gets resolved for you. Have a great day. ... View more

Hello there, @benchar.   In QuickBooks Desktop, the option to create a sub-customer is unavailable. As a workaround, you can set them up as a Job under the Customer.    With this said, when printing a transaction, the customer's name is displayed. I understand how beneficial it is to your business. Rest assured, I'll take note with this, so I can pass along this information.   On the other hand, you may check out our QuickBook blog to stay updated with the latest QuickBooks news and updates.   If you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-Help.   I'm always here for you if there's anything else you need help with concerning QuickBooks. You can count on me. Wishing you all the best and take care.  ... View more

Thanks for reaching out to the Community forum, @deannotariesaz.   When creating a check, the Payee information depends on the Display name you've set up to the contractor.    If you've only updated the Last name of a contractor, the payee will still follow the display name. To completely change it, you'll need to update the Display name as well.    You can also check out these articles for additional information:  Add, edit and inactivate contractors Vendors Overview How to Set Up a Contractor in QuickBooks Online If you have any other questions, let me know by leaving a comment below. I'm here for you. Have a great day.  ... View more

Welcome to the QuickBooks Community forum, @dcarter348.   @Rustler is correct. Since your data is 8 years behind it might need some Interim Jumps.  For instance, 2012-2015-2018-2020.   With this said, I recommend contacting our Customer Support team to perform the interim jump process. Here's how to contact them:   Click Help located at the top. Choose QuickBooks Desktop Help. Click Contact us.  For future help, I'm adding some articles that you may find helpful: Update QuickBooks Desktop to the latest release What’s new in QuickBooks Desktop 2020 Upgrade your company files after switching to a new version of QuickBooks Desktop You can always get back to me if you have any other questions. I'm here for you. Have a great day.  ... View more

Hello there, @nada1. I'm here to lend a hand.    To get started, I'd like to verify if those other users are using a supplementary credit card? If yes, you can set up a credit card account with multiple sub-accounts to easily connect it to your bank. You'll need to set up the parent and sub-accounts.   You can see these article for guidance in setting up: Create a new account in your chart of accounts in QuickBooks Online Create subaccounts in your chart of accounts in QuickBooks Online However, if those other users are not using a supplementary card, I recommend logging in to your Online banking website. This is to verify whether the charges made by the other users are posted in the same account.   Get back to me if you have any other questions. I'll do whatever it takes to ensure your concerns are addressed. Have a great day! ... View more

Good day, @sullivanps.   In QuickBooks Desktop, you can run a Trial Balance report. You can use this report for clients for whom you don't make adjusting journal entries, or when you want to modify or memorize the report or perform any other standard report operation. This report also creates a trial balance as of specific date, and shows the balance of each account in debit and credit format.   To create this report, here's what you'll need to do:   At the top, click the Reports menu. Select Accountant & Taxes. Click Trial Balance.  To learn more about the reports in QuickBooks Desktop, read this article: Understand reports.   If you have any additional questions, let me know by leaving a comment below. I'm here to help. ... View more

I'm here to lend a hand, @dbernal07-db.   To upgrade your standalone QuickBooks Self-Employed (QBSE) subscription to the Tax Bundle, follow these steps:   Click the Gear icon at the top. Select Billing info. Look for the TurboTax logo, then choose Get our Tax Bundle. Hit the Subscribe now button.  Enter your credit card's CVV code to confirm, then select Subscribe to bundle. Pick Done. However, if you're subscribed via the mobile app, you need to log in and complete the steps there.   To learn more about the process of upgrading, check this article: QuickBooks Self-Employed + TurboTax Bundle and how to upgrade.   For future reference, I'm attaching some helpful articles that you may find helpful: Send your tax info to TurboTax Online (Self-Employed or Live) QuickBooks Self-Employed - Annual taxes guide I'm just a few clicks away, if you have further questions. Have a great day! ... View more

Hello, @cindy35.   First off, I'd like to thank you for letting QuickBooks Online (QBO) the opportunity to serve your business needs.    If I may ask, have you received an email confirmation? Once your account is cancelled, an email will be sent to the account administrator that confirms we cancelled your subscription.   If no, you can try again to cancel your subscription directly through the settings of your QuickBooks account. Here's how:   Click the Gear icon at the upper-right hand. Choose Account and Settings.  In the left menu, pick Billing & Subscription.  Hit Cancel subscription, then Continue.  Complete the short survey.  However, if you're still unable to cancel your account, I recommend contacting our Customer Care Support. Using their tools. someone can help you cancel your account. Here's how to reach them:   Click the Help icon on the top right. Click Contact Us button at the bottom. Enter a short description about your concern. Click on Let's talk. Choose the method on how you'd be connected to support. For more information about what happens to your account after cancelling your subscription, check out this article: Cancel your QuickBooks Online subscription or trial.   Feel free to come back to me if you have additional questions about deleting your account. I'm always here to assist. Have a great day! ... View more

Welcome to the Community forum, @askgroen.   QuickBooks Self-Employed (QBSE) is an online platform which is accessible through a web browser using this link https://selfemployed.intuit.com/login and be download via mobile phone. Therefore, you can access your QBSE account on any computer via a web browser without transferring data. Just be sure to use the same login credentials.   To know more about how QBSE works, visit this article: QuickBooks Self-Employed Overview.   You can get back to me anytime you have additional questions in QuickBooks by posting your response below. I'll do whatever it takes to ensure your concerns are addressed. Have a great day. ... View more

Thanks for reaching out to the Community forum, @erickasmith97.   To have the best QuickBooks experience when accessing your account, I recommend checking if you're using an up-to-date and supported browser.    You can visit this article for more information: System requirements for QuickBooks Online, QuickBooks Online Accountant, and QuickBooks Self-Employed.   Once verified, try to manually add transactions again.    I'll appreciate if you can get back and update me on how things go. I want to ensure you're able to manually add transaction. Have a great day.  ... View more